SVWAG
Sound View Wealth Advisors Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
6,075
-17,486
| -74% | -$1.39M | 0.04% | 272 |
|
|
2025
Q1 | $1.99M | Buy |
23,561
+119
| +0.5% | +$10K | 0.16% | 124 |
|
|
2024
Q4 | $1.81M | Sell |
23,442
-999
| -4% | -$77.3K | 0.15% | 124 |
|
|
2024
Q3 | $2.1M | Buy |
24,441
+5,626
| +30% | +$483K | 0.17% | 122 |
|
|
2024
Q2 | $1.48M | Buy |
18,815
+1,465
| +8% | +$115K | 0.15% | 129 |
|
|
2024
Q1 | $1.5M | Buy |
17,350
+5,762
| +50% | +$497K | 0.16% | 132 |
|
|
2023
Q4 | $912K | Buy |
11,588
+445
| +4% | +$35K | 0.1% | 169 |
|
|
2023
Q3 | $803K | Sell |
11,143
-3,620
| -25% | -$261K | 0.1% | 167 |
|
|
2023
Q2 | $1.12M | Buy |
14,763
+2,517
| +21% | +$191K | 0.15% | 131 |
|
|
2023
Q1 | $910K | Buy |
12,246
+658
| +6% | +$48.9K | 0.12% | 157 |
|
|
2022
Q4 | $912K | Buy |
11,588
+659
| +6% | +$51.8K | 0.1% | 169 |
|
|
2022
Q3 | $789K | Buy |
10,929
+5,814
| +114% | +$420K | 0.18% | 120 |
|
|
2022
Q2 | $342K | Buy |
5,115
+267
| +6% | +$17.9K | 0.07% | 205 |
|
|
2022
Q1 | $356K | Buy |
+4,848
| New | +$356K | 0.07% | 213 |
|